iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q1 2024 (March 31)46holders
$25.20avg. 13F price*
At the end of Q1 2024, 46 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings. The largest holders were Wilbanks Smith & Thomas Asset Management LLC ($18.3M), Envestnet Asset Management Inc. ($15.2M) and Gateway Advisory, LLC ($6.6M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $20.8M |
| Exits | 4 | $8.5M |
Ownership 46 holders
| Wilbanks Smith & Thomas Asset Management LLC | 0.51% | Add +8.0% | 723,196 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | New | 603,657 | $15.2M |
| Gateway Advisory, LLC | 1.15% | Add +5.4% | 259,549 | $6.6M |
| Crumly & Associates Inc. | 1.61% | Reduce -21.3% | 242,851 | $6.1M |
| Cypress Point Wealth Management, LLC | 1.52% | Add +0.2% | 117,257 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.9% | 90,677 | $2.3M |
| Praetorian Wealth Management, Inc. | 0.61% | Add +115.2% | 90,533 | $2.3M |
| UBS Group AG | 0.00% | Add +5427.2% | 66,382 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Reduce -2.9% | 64,126 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Add +131.9% | 61,638 | $1.6M |
| Raymond James & Associates | 0.00% | Add +3.2% | 42,708 | $1.1M |
| Klingman & Associates, LLC | 0.08% | Add +21.6% | 42,289 | $1.1M |
| Little House Capital LLC | 0.35% | New | 46,529 | $1.1M |
| James Investment Research, Inc. | 0.11% | Add +84.5% | 35,794 | $904K |
| Snowden Capital Advisors LLC | 0.02% | New | 31,000 | $783K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 30,558 | $771K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | New | 30,100 | $760K |
| Cetera Investment Advisers | 0.00% | Add +42.0% | 28,396 | $717K |
| Sandy Spring Bank | 0.03% | Add +205.6% | 26,830 | $677K |
| FF Advisors,LLC | 0.42% | Add +16.1% | 24,125 | $609K |
| Bank of America Corp. | 0.00% | Add +74.7% | 23,960 | $605K |
| GC Wealth Management RIA, LLC | 0.11% | New | 21,961 | $554K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 20,046 | $506K |
| Wrapmanager Inc. | 0.11% | Add +3.7% | 15,891 | $401K |
| LPL Financial LLC | 0.00% | New | 14,940 | $377K |
| Parallel Advisors, LLC | 0.01% | Add +42.3% | 14,227 | $359K |
| Valmark Advisers, Inc. | 0.01% | New | 13,844 | $349K |
| Signature Wealth Management Group | 0.16% | New | 13,948 | $348K |
| Confluence Investment Management LLC | 0.00% | No change | 12,886 | $325K |
| Stifel Financial Corp. | 0.00% | Add +10.3% | 12,686 | $320K |
| Coldstream Capital Management Inc. | 0.01% | New | 11,354 | $287K |
| Capital Investment Advisors, LLC | 0.01% | Add +19.8% | 9,964 | $252K |
| Jane Street Group, LLC | 0.00% | New | 9,420 | $238K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.4% | 9,323 | $235K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.8% | 8,759 | $221K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.8% | 8,759 | $221K |
| Mariner, LLC | 0.00% | No change | 8,173 | $206K |
| Glenview Trust Co | 0.00% | New | 8,112 | $205K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 5,061 | $128K |
| Royal Bank of Canada | 0.00% | Reduce -51.2% | 4,000 | $101K |
| Osaic Holdings, Inc. | 0.00% | New | 3,744 | $95K |
| Glen Eagle Advisors, LLC | 0.01% | Add +50.0% | 2,250 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,545 | $39K |
| Allworth Financial LP | 0.00% | No change | 829 | $21K |
| Addison Advisors LLC | 0.00% | Reduce -19.6% | 205 | $5K |
| BlackRock Inc. | 0.00% | No change | 62 | $2K |
"% of holder's portfolio" is IBMR's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 M BD the manager owns.